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ADVISOR AUTHORIZATION AGREEMENTPHONE 866.667.0561 FAX 866.667.0563 WEB www.nationwideadvisory.com REGULAR DELIVERY PO Box 36750, Louisville KY 40233 OVERNIGHT DELIVERY 10350 Crosby Park Place, Louisville
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How to fill out nationwide advisor authorization agreement
How to fill out nationwide advisor authorization agreement
01
Start by downloading the Nationwide Advisor Authorization Agreement form from the official Nationwide website.
02
Fill out your personal information such as your name, address, phone number, and email address in the designated fields.
03
Provide your Nationwide advisor number, if applicable.
04
Indicate whether you are applying as an individual or as a representative of a business entity.
05
If applying as a representative, provide the name of the business entity and provide documentation supporting your authority to act on behalf of the entity.
06
Read and understand the terms and conditions of the agreement thoroughly.
07
Sign and date the agreement in the designated spaces.
08
Submit the completed Nationwide Advisor Authorization Agreement form to the appropriate Nationwide department or representative.
Who needs nationwide advisor authorization agreement?
01
Financial advisors who wish to have authorization to act on behalf of clients within the Nationwide financial services.
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What is nationwide advisor authorization agreement?
The nationwide advisor authorization agreement is a document that allows a financial advisor to represent a client on a nationwide basis.
Who is required to file nationwide advisor authorization agreement?
Both the advisor and the client are required to file the nationwide advisor authorization agreement.
How to fill out nationwide advisor authorization agreement?
The nationwide advisor authorization agreement can be filled out by providing the necessary information about the advisor, the client, and the scope of representation.
What is the purpose of nationwide advisor authorization agreement?
The purpose of the nationwide advisor authorization agreement is to formalize the relationship between the advisor and the client and to authorize the advisor to act on the client's behalf.
What information must be reported on nationwide advisor authorization agreement?
The nationwide advisor authorization agreement must include information about the advisor's credentials, the client's contact information, and the scope of the advisor's representation.
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